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Showing posts from July, 2018

Salesforce CPQ - Automatically add a Product to a Quote

Recently I have seen a question popping up on communities that how can we add a product dynamically to a quote (not within the bundle), based on a condition. I'll explain a few simple use cases below.

These use cases refer to adding a product on a Quote Line Editor and the CPQ version installed is 214.6

Add a "Warranty" Product if "Macbook Pro" is added to the Quote. While I select "Macbook Pro" to add in my Quote, it should also add the "Warranty" product automatically to my Quote.

1. Product Rule: Create a Product Rule of type Selection and scope equals Quote. 

Type: SelectionActive: checkedConditions Met: AllScope: QuoteEvaluation Event: Always 2. Error Condition: Add an error condition to the Product Rule. This product rule will run if this error condition returns true. As per the use case, it should run if there is a product added to the Quote with a Product code as "MBPRO"

Tested Object: Quote LineTested Field: SBQQ__ProductCo…